+55.9%
OVV vs CRBG
+3.6%
+52.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.8% |
| 7D | +0.3% | +5.7% | -5.4% | +0.7% |
| 30D | +11.7% | +2.6% | +9.1% | +12.0% |
| 3M | +9.8% | +31.6% | -21.8% | +11.8% |
| 6M | +26.6% | +32.8% | -6.3% | +30.2% |
| YTD | +67.0% | +16.5% | +50.6% | +73.5% |
| 1Y | +55.9% | +6.1% | +49.8% | +59.7% |
| All | +55.9% | +3.6% | +52.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CRBG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling